Report
Andrey Kuznetsov ...
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Georgiy Ivanin
  • Lyudmila Melnikova
  • Mikhail Krasnoperov
  • Research Team

CIS Market Daily - 14 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - СЛИШКОМ ВЫСОКИЕ ТЕМПЫ ИНФЛЯЦИИ В США ВЫЗЫВАЛИ ГЛОБАЛЬНЫЕ ДИСКУССИИ В ПРЕДДВЕРИИ ВЫСТУПЛЕНИЯ ГЛАВЫ ФРС В КОНГРЕССЕ Позитивный тренд, наметившийся в начале дня, развернулся после публикации данных о более высокой, чем ожидалось, инфляции в США. Индекс MSCI ACWI отступил на 0,1%. Россия опередила большинство развивающихся рынков: индекс РТС завершил торги на отметке 1 649 пунктов, т. е. на 0,5% выше уровня предыдущего закрытия (отчасти на фоне оптимистичных новостей для рынка нефти). Сегодня на российском и других фондовых рынках можно ожидать фиксации прибыли - утренние индикаторы и динамика фьючерсов умеренно негативны.
НОВОСТИ> Российский орел. Новый цикл капиталовложений> Экономика России. Ежемесячный обзор. ЦБ примет меры против инфляции> Российские розничные сети. Акции компаний остаются дешевыми, ожидаются сильные результаты за 2К21> Глобалтранс: ставка на дальнейшее восстановление рынка полувагонов
Underlyings
Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

Magnit PJSC

Magnit is a holding company. Through its subsidiaries, Co. operates in the retail and distribution of consumer goods under the Magnit name. Co.'s retail operations are operated through convenience stores, cosmetic stores, hypermarkets and other. Most of its stores are located in the Southern, Central and Volga regions. Co. also operates stores in the North-Western, North-Caucasian, Urals and Siberian regions. As of Dec. 31 2014, Co.'s stores chain consisted of 9,711 stores: 8,344 convenience stores, 190 hypermarkets, 97 Magnit Family stores and 1,080 drogerie stores in 2,108 cities and towns throughout the Russian Federation.

Magnit PJSC Sponsored GDR RegS

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

Provider
Sberbank
Sberbank

​Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

Analysts
Andrey Kuznetsov

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Georgiy Ivanin

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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